Syndication

Creating / Editing a Designation

Any contact (either a staff member or non-staff department/project) can be made into a designation. The contact must be created first, since the Designation tab does not appear outside of the View Contacts screen.

Once a designation has been created, it can be "Unmade" if there are no gifts associated with it. Once a designation has gifts, it will always be a designation; to make it inactive (unable to post received gifts), you can redirect it.

Comments on this Help Topic

I am having problems creating a new designation. I have added a new GL and new RC to correspond. And when I go to "make designation," the RC drop down allows me to select, but the GL drop down is blank. I just made sure I was running the latest updated version of DW, I restarted the software, and I am still having the error.

Hi Kelly, in the "GL Accounts and RCs" screen, you need to have some GL Accounts marked as "Donation" (check box) for them to be compatible and show up in the list of GL Accounts when you're setting up a Designation. --Troy